Women & Finance Knowledge Circle: Growth and Marketing Trends in Focus
- Registration Closed
Join Gretchen Halpin, co-founder of Beyond AUM and a visionary leader in financial services marketing, for an engaging session designed exclusively for the Women and Finance Knowledge Circle group. This session will explore cutting-edge growth and marketing trends that are shaping the financial industry and discuss strategies tailored to the unique challenges and opportunities faced by women in finance.
To ensure this session addresses the topics most important to you, we invite all attendees to complete a short survey by December 30th. Your input will help guide the discussion and allow us to prioritize the trends and strategies that matter most to you. TAKE THE SURVEY
Tentative Topics Include:
- Leveraging digital tools for client engagement and growth
- Marketing strategies that build authentic connections
- Personal branding in the financial industry
- Emerging trends in lead generation and nurturing
- Scaling your practice while staying true to your mission
Don’t miss this opportunity to learn, share, and grow with your peers in a collaborative environment. We look forward to seeing you there!
Call to Action: Complete the survey by January 3rd: https://www.surveymonkey.com/r/FPAWomenNov2024
Gretchen Halpin
Co-Founder
Beyond AUM
Over the course of her 30+-year career, Gretchen has founded and grown more than five businesses. Her journey to success has been guided by one true passion: to help people create the life they want, even when that means challenging the status quo. As Beyond AUM's co-founder, she works with dozens of advisory teams, COIs, custodians, and technology vendors garnered a deep understanding of how the client experience impacts the bottom line and growth of an advisory firm. It also inspired a mission to see independent financial advisors serve more individuals in smarter ways – to both better reach and better address their evolving needs.
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